Commodity prices continue to be volatile. Canada needs to address tax and regulatory reforms as part of getting goods out of the ground to market. China continues to make key investment in critical metals as part of their market leading position in battery production.

1. WHAT IS
GOING ON
WITH
COMMODITY
PRICES?
Presenter Name: Paul Young
CPA CGA
June 13, 2022

2. PAUL YOUNG - BIO
• CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga

3. AGENDA
• Key commodity prices (BMO)
• Lithium
• Critical metals
• Natural Resources
• Housing Costs vs. Lumber
• Food Price Index
• Stock Market W/E – April 22, 2022
• Infrastructure / Construction Costs
• Gasoline/Diesel Costs
• Steel
PRESENTATION TITLE 2/11/20XX 3

4. KEY COMMODITY PRICES (BMO)
Source - https://economics.bmo.com/en/publications/detail/136206cb-ee83-4d02-952c-
695b1008e882/
PRESENTATION TITLE 2/11/20XX 4

5. LITHIUM
PRESENTATION TITLE 2/11/20XX 5
Source - https://www.benchmarkminerals.com/

6. CRITICAL METALS
PRESENTATION TITLE 2/11/20XX 6
Blog – Clean and Circular Economy – Sources of Critical metals
Lithium prices continue to rise - https://www.digitimes.com/news/a20220322PD212/battery-china-electric-
vehicle.html&chid=10
Circular economy can play a bigger role. The problem has always been that all levels of government continue to throw
grants and subsidies directly at companies rather than revisiting tax policies in areas of R&D, training credits, capital cost
allowance, etc. https://greenfiscalpolicy.org/blog/de-risking-circular-economy-investments-through-fiscal-policy-support/
Oil and gas can still play a critical role - https://lacombeonline.com/articles/canada-to-hike-oil-gas-output-by-300000-
barrels-a-day-to-help-displace-russian-fuel
Source -
https://www.slideshare.net/paulyoungcga/clean-technology-search-for-raw-materia-and-new-productspptx

7. MINING AND
OIL
• Summary:
• Hydrogen is being pushed without
proper environmental assessment on its
production processes
• Canada oil production continues to
face regulatory challenges
• Gasoline prices will continue to be
strong
• https://www.slideshare.net/paulyoung
cga/oil-and-gas-sector-analysis-and-
commentary-may-2022pptx
PRESENTATION TITLE 2/11/20XX 7

8. HOUSING COSTS VS THE PRICE OF LUMBER
PRESENTATION TITLE 2/11/20XX 8

9. FOOD
PRICES
Source -
http://www.fao.org/worldfoodsitu
ation/foodpricesindex/en/
PRESENTATION TITLE 2/11/20XX 9

10. CANADA AND STOCK MARKET
PRESENTATION TITLE 2/11/20XX 10
Canada shares lower
at close of trade; S&P_TSX Composite down 1.41_ By Investing.com.p

11. UNITED STATES – STOCK MARKET
PRESENTATION TITLE 2/11/20XX 11
Rate Relief.pdf Stock market news
live updates Stocks drop after strong jobs
U.S. stocks lower at
close of trade; Dow Jones Industrial Average down 2.73_ By Investing.com.pdf

12. BANK OF CANADA / MONETARY
POLICIES
@cafreeland @FP_Champagne can you tell Canadians what fundamentals are strong for CAN? It is not innovation
spending or FDI spending or productivity improvement or affordable housing. BTW: Your so call super clusters have
been a failure!
https://www.slideshare.net/paulyoungcga/bank-of-canada-what-is-next-for-monetary-policies-june-2022pptx

13. SUMMARY
PRESENTATION TITLE 2/11/20XX 13
Summary
• Concerns over housing debt and affordable housing are driving down markets
• Access to critical metals has become a growing concerns for countries trying to shift to cleaner economic policies
• Rise of stagflation
• Supply chain disruptions continue to plague global supply chains
• High inflation is challenge for global central banks
• Threat of recession continues to rise each week
• Bear market could lead to issues with pension solvency
Blog – What is up with the Stock Market – June 10, 2022
U.S. stocks lower at
close of trade; Dow Jones Industrial Average down 2.73_ By Investing.com.pdf
Canada shares lower
at close of trade; S&P_TSX Composite down 1.41_ By Investing.com.pdf
Global Forecast -
May 2022.pdf
You’ve Got a Foe in
Me.pdf
Crude Oil Outlook
Risks Still Skewed to the Upside.pdf
Canadian
Households The Hangover.pdf
What Really Changed
in the Pandemic .pdf
CIBC - Canada
Outlook.pdf
Weekly Bottom
Line.pdf
Canadian
Employment (May 2022).pdf
weekly-economic-wat
ch.pdf
forecast_20220609.p
df
globalweekahead202
20610.pdf
Hours work.pdf BNS - Global.pdf
BNS -
Employment.pdf
WestpacWeekly.pdf
The CFO As Catalyst
For Digital Transformation.pdf
How Geopolitics
Impacts the Cyber-Threat Landscape.pdf
The perfect storm in
business through the prism of global risks (Detail) - Kinstellar.pdf
Dow Jones Futures
Stock Market Flashes Bearish Signals As Inflation Spikes; What To Do Now Investor's Business Daily.pdf
U.S. inflation quickens
to 40-year high, pressuring Fed and Biden - BNN Bloomberg.pdf
IEA Critical minerals
prices increasing at record pace - Protocol.pdf
Getting-the-Deal-Thr
ough-Labour-Employment-2022-Global-Overview.PDF
Getting-the-Deal-Thr
ough-2022-ESG-Considerations-for-Responsible-Global-Employers.PDF
Weighing the Risks of
Inflation, Recession, and Stagflation in the U.S. Economy.pdf
The
Daily — Canada's international investment position, first quarter 2022.pdf
Canada Investment
Popsition.pdf
Why is the Bank of
Canada so timid in tackling inflation Macdonald-Laurier Institute.pdf
Americans Put More
on Credit Cards as Inflation Boosts Costs, Fed Data Show By Bloomberg.pdf
Weekly Pricing Pulse
Commodity prices edge up reversing last week’s declines Hellenic Shipping News Worldwide.pdf
New report suggests
supply chain resilience under more strain than ever as commodity prices and inflation soar Article Packaging Europe.pdf
US Treasury posts
$66B budget deficit in May, below expectations.pdf
How the
economically marginalised navigate digital adoption in India amid the pandemic - EngageMedia.pdf
Summary:
Dow Jones futures will open on Sunday evening, along with S&P 500 futures and Nasdaq futures, with
the upcoming Fed meeting in focus.
The major indexes sold off hard late last week, tumbling below key levels while recent breakouts failed
dramatically. The Nasdaq plunged Friday to close below the low of its May 26 follow-through day, a very
bearish signal. The current uptrend already was "under pressure" after Thursday's sell-off.
NetEase (NTES), Northrop Grumman (NOC), Eli Lilly (LLY), Albemarle (ALB) and Onsemi (ON) are all
showing relative strength near buy points.

14. BLOG –
CONSTRUCTI
ON
• There are construction material and
labor shortages that are impacting
infrastructure projects.
• Not enough coordination is being
done by all levels of government when it
comes to protecting the environment
through better urban planning
processes.
https://www.slideshare.net/paulyoungcg
a/infrastructure-and-construction-
spending-usa-and-the-world-february-
2022pptx
PRESENTATION TITLE 2/11/20XX 14

15. GASOLINE / DIESEL
PRESENTATION TITLE 2/11/20XX 15

16. STEEL PRICES
Source - https://www.marketwatch.com/investing/index/steel?countrycode=xx

17. SUMMARY
• Commodity prices are impacted by many factors including supply and demand, government policies, etc.
• The new normal is leading to issues with the supply chain - https://www.linkedin.com/pulse/succeeding-new-
normal-beyond-4-supply-chain-topics-discuss-tompkins/
• Small and medium-size businesses continue to adopt more automation as part of moving their business model
to a digital model. https://www.slideshare.net/paulyoungcga/digital-economy-adoption-by-small-to-mediumsize-
enterprises
• More needs to be done to protect the food supply as part of climate mitigation –
https://www.slideshare.net/paulyoungcga/does-the-world-need-carbon-pricing
• Canada needs to review all its policies as part of managing different aspects of the economy -
https://www.slideshare.net/paulyoungcga/what-is-next-for-canada-may-2021
• Streamlining regulations along with tax reforms as part of getting goods out of the ground to market -
https://www.slideshare.net/paulyoungcga/how-to-maximize-the-natural-resources-for-canada
PRESENTATION TITLE 2/11/20XX 17
Blog – What is next for Commodity Market?
Commodity prices continue to be volatile.
Canada needs to address tax and regulatory reforms as part of getting goods out of the ground to
market.
China continues to make key investment in critical metals as part of their market leading position in
battery production.
Food s ecur ity was
‘deter ior ating’ befor e Ukr aine war , but has wor s ened s ince Exper t Al Ar abiya Englis h.pdf
UK Says It Will
Pr ior itis e Food Secur ity as Global Pr ices Soar - BNN Bloomber g.pdf
Global ag and food
expor ter s call for r enewed ambition ahead of MC12 Mor ning Ag Clips .pdf
ms ci-wor ld-mater ials
-index-us d-net.pdf
Dr illing vs r etur ns .
U.S. oil pr oducer s ' tr adeoff as windfall tax thr eatens Reuter s .pdf
Qatar names
TotalEner gies as among par tner s for giant LNG expans ion S&P Global Commodity Ins ights .pdf
Top 5 Lithium Stocks
To Buy Now - Junior Mining Networ k.pdf
China Domes tic
Stainles s Steel Output in May Totalled about 2.9262 million mt and Increas ed Significantly Compar ed with that in Apr il Hellenic Shipping News Wor ldwide.pdf
Batter y Giant
CATL K icks Off $6.7 Billion Placement - BNN Bloomber g.pdf
Madis on’s Weekly
Softwood Lumber Pr ices .pdf
Gr een hydr ogen —
why cheaper pr oduction of this alter native fuel is high on Indian govt agenda.pdf
Human Rights in the
Miner al Supply Chains of Electr ic Vehicles - Bus ines s & Human Rights Res our ce Centr e.pdf
Wor ld’s cobalt
s upply deficit is s hr inking, s ays S&P - Copper belt K atanga Mining.pdf
Oman Chr omite,
MDO par tner s hip to unlock new chr omite r es er ves .pdf
CTV Nor ther n
Ontar io Vale looks at expanding nickel s ulphate pr oces s ing CTV News .pdf
Cr itical r aw mater ials
for the gr een tr ans ition can they be obtained without har ming the envir onment .pdf
Cr itical miner als pr ice
s pikes ar e affecting Wind, Solar , Batter ies , EVs - Ener gy Pos t.pdf
1. Oil Production - https://www.reuters.com/business/energy/drilling-vs-returns-us-oil-producers-
tradeoff-windfall-tax-threatens-2022-06-13/
2. Natural Gas - https://www.spglobal.com/commodityinsights/en/market-insights/latest-
news/lng/061222-qatar-names-totalenergies-as-among-partners-for-giant-lng-expansion
3. Lithium - https://www.juniorminingnetwork.com/newswire/98271-top-5-lithium-stocks-to-buy-
now.html
4. Stainless - https://www.hellenicshippingnews.com/china-domestic-stainless-steel-output-in-
may-totalled-about-2-9262-million-mt-and-increased-significantly-compared-with-that-in-
april/amp/
5. Battery - https://www.bnnbloomberg.ca/battery-giant-catl-kicks-off-6-7-billion-placement-
1.1777979
6. Lumber https://madisonsreport.com/lumber-prices/
7. Hydrogen production - https://www.azernews.az/region/195299.html
8. Human rights - https://www.business-humanrights.org/pt/from-us/briefings/transition-
minerals-sector-case-studies/human-rights-in-the-mineral-supply-chains-of-electric-vehicles/
9. Cobalt - https://copperbeltkatangamining.com/worlds-cobalt-supply-deficit-is-shrinking-says-
sp/
10. Chromite - https://www.zawya.com/en/projects/mining/oman-chromite-mdo-partnership-to-
unlock-new-chromite-reserves-owmu513b or
11. Nickel - https://northernontario.ctvnews.ca/vale-completes-prefeasibility-study-on-new-nickel-
sulphate-project-1.5941552
12. Critical metals - https://theglobalfrontier.com/critical-raw-materials-for-the-green-transition-
can-they-be-obtained-without-harming-the-environment/ or
13. Food https://english.alarabiya.net/News/world/2022/06/13/Food-security-was-deteriorating-
before-Ukraine-war-but-has-worsened-since-Expert or https://www.bnnbloomberg.ca/uk-says-

18. TRAINING AND DEVELOPMENT
• If you like to learn more
about trade and/or other
subjects as part of your
professional learning and
development then feel free
to review my material on
https://www.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies